CU 2.0 sponsor

Datava helps your team personalize each member’s financial journey.

No two financial institutions are the same. Members are unique, with distinct pains, wants, and needs. Teams have different goals and benchmarks for success according to their institution. One-size-fits-all solutions promise a lot but they can’t capture every need. At least, not without a sizable commitment of time, effort, and resources.

Datava works hand-in-hand with community banks and credit unions to provide cost-effective modular and complete CRM (Customer Relationship Management), MRM (Member Relationship Management), and BI (Business Intelligence) solutions uniquely suited to meet the complex needs of financial institutions.

Datava’s intuitive CRM, MRM, and BI solutions are integrated, cloud-based, fully-managed, and configurable, built to be used by everyone from the C-suite and branch managers to lenders, tellers, and call center folks.

Datava is a CUSO that provides its solutions at half the price of other systems while deploying in half the time. They also offer full support and management of the system, ensuring the system is deployed and managed effectively. Their clients have seen a 200% increase in new loan applications and a 50% increase in cross-sell just within the first year of deployment.

Datava combines data integration, curation and analysis with relationship management, data visualization, and workflow tools to provide a suite of Member Relationship Management (MRM) and Business Intelligence solutions, built specifically for credit unions. Datava enables credit unions to deepen member satisfaction, grow revenue, reduce manual processes, and increase employee productivity without requiring any internal management, and at half the cost of any other solution on the market. Datava’s modules include Relationship Management, Goals and Incentive Tracking, Onboarding Manager, Campaign Success Management, Referral Management, Indirect Lending, Business Intelligence, Loan Application Pipeline, SEG (Select Employer Group) Management, Outbound Prospecting, Predictive Analytics, Problem Resolution/Compliance, Learning Management Data Warehouse and more. On average, Datava’s clients achieve an impressive 20% increase in new loan dollars and 50% increase in cross-sell. Learn more at